Top 10875 Manager, client accounting services onboarding Jobs in Boston, Ma

Client Services Team Manager
North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc. —Newton Lower Falls, MA
- $100,000 - $140,000 a year
- Full-time
- Office
- Math
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
E-Billing Manager
Morrison Mahoney LLP —Boston, MA
- $115,000 - $127,500 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Customer Success & Operations Manager
Alliance Entertainment —West Roxbury, MA
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Marketing
- Research
- AD&D insurance
- Health insurance
Quick Apply
Manager, Client Accounting Services Onboarding
Aprio —Boston, MA
- $100,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Finance
- Profit sharing
- Wellness program
Senior Client Services & Onboarding Manager-Full Time Remote
Contributor Development Partnership, PBC —Boston, MA
- $69,000 - $76,000 a year
- Full-time
- Remote
- 5 years
- Business development
- Analysis skills
Quick Apply
Remote Accounting Manager (Client Services)
Supporting Strategies —Boston, MA
- $100,000 a year
- Remote
- 5 years
- Mid-level
- Analysis skills
Onboarding Accounting Associate
Aprio —Boston, MA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 3 years
- Bachelor's degree
- Profit sharing
- Wellness program
Client Success Manager
Coretelligent —Boston, MA
- $90,000 - $125,000 a year
- Email
- Remote
- Mid-level
- Continuous improvement
- Organizational skills
- Paid parental leave
- Health savings account
Quick Apply
Part Time Housing Case Manager (Spanish)
Unitarian Universalist Urban Ministry (UUUM) —Roxbury, MA
- $26 - $29 an hour
- Part-time
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
RN Unit Manager $7500 Sign on Bonus
Sunny Acres —Chelmsford, MA
- Weekends as needed
- Skilled nursing facility
- RN License
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
RF/Microwave Engineering Manager
Stellant Systems —Topsfield, MA
- $150,000 - $185,000 a year
- Full-time
- 7 years
- Management
- Master's degree
Senior Program Manager
Autonodyne LLC —Boston, MA
- $150,000 - $205,000 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
Clinical Care Manager
AMERICAN TRAINING INC —Andover, MA
- Weekends as needed
- Mid-level
- 3 years
- Master's degree
- Paid holidays
- Health insurance
Quick Apply
Project Manager / Shop Operations Manager
Tosca Woodworking LLC —Hingham, MA
- $90,000 - $120,000 a year
- Full-time
- Carpentry
- Residential
- Continuous improvement
- Paid holidays
- Paid time off
Quick Apply
Assistant Manager
Rocky's Ace Hardware —Middleton, MA
- $19 - $23 an hour
- Full-time
- Merchandising
- Mid-level
- Retail management
RN Case Manager
Assisting Hands - Boston Northwest —Lexington, MA
- $95,000 - $115,000 a year
- Weekends as needed
- Hybrid work
- Management
- RN License
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
13d
Tax Manager
Lichtman & Associates, LLC —Wellesley, MA
- $130,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Master's degree
- Profit sharing
- Health insurance
Quick Apply
Proj Mgr-Supplemental Work Engineering
Keolis Commuter Services —Somerville, MA
- $90,000 - $120,000 a year
- Hybrid work
- Background check
- Construction site
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
10d
Fire Protection Project Manager
GPac —Boston, MA
- $100,000 - $135,000 a year
- Full-time
- 5 years
- Team management
- Organizational skills
Quick Apply
3h
Category & Account Manager – Excello Brands
Global Printing & Design, Inc. —Southborough, MA
- $85,000 - $115,000 a year
- Full-time
- Marketing
- 5 years
- Merchandising
- Health savings account
- Health insurance
Quick Apply

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manager, client accounting services onboarding jobs near boston, ma

Client Services Team Manager

North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc.
Newton Lower Falls, MA

Quick Apply

Job Details

Full-time
$100,000 - $140,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Correspondence management
Financial transaction processing
Accurate transaction records management
Series 7
Documentation tools
Math
Bachelor's degree
Financial records management
Presentation creation
Productivity software
Data accuracy checks
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job Description

We are seeking a personable and detail-oriented Client Services Team Manager to proactively support the Branch Manager and assist with efficient and high-quality client service. As a Client Services Team Manager at North Atlantic Investment Partners, you will coordinate and perform a range of support and operational duties.

Duties include:

Assisting the Branch Manager and Financial Advisors with client service, ad hoc requests and marketing efforts
Preparing reports by performing basic information gathering and analysis as directed
Establishing, maintaining and updating staff and client and compliance files, databases, records and/or other documents
Oversight of social media accounts and creation & distribution of mass client communications
Calendar managagement, scheduling and coordinating meetings, events, interviews and appointments
Preparing, processing and following up on client documentation for proper opening and maintenance of client accounts
Providing office management, including procurement, vendor management, answering telephones, maintaining office files and assisting office visitors

Requirements:

Bachelors degree
10 years experience in financial services industry
Series 7 Licensed
Experience using related technology, software planning tools and presentations
Working knowledge of investment concepts, practices and procedures used in the securities industry
Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
Ability to closely monitor details and ensure that reports, correspondence and databases are accurate
Sufficient mathematics ability to process account and transaction information
Proficiency with Microsoft Office Suite

Benefits Base Salary Annual bonus potential

Health and dental insurance
Retirement plan with company match

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

relevant: 5 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

manager, client accounting services onboarding jobs in boston, ma

Client Services Team Manager

E-Billing Manager

Customer Success & Operations Manager

Manager, Client Accounting Services Onboarding

Senior Client Services & Onboarding Manager-Full Time Remote

Remote Accounting Manager (Client Services)

Onboarding Accounting Associate

Client Success Manager

Part Time Housing Case Manager (Spanish)

RN Unit Manager $7500 Sign on Bonus

RF/Microwave Engineering Manager

Senior Program Manager

Clinical Care Manager

Project Manager / Shop Operations Manager

Assistant Manager

RN Case Manager

Tax Manager

Proj Mgr-Supplemental Work Engineering

Fire Protection Project Manager

Category & Account Manager – Excello Brands

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